PTC
ATHN

Private Trust Company’s Athenahealth, Inc. ATHN Stock Holding History

Private Trust Company’s Portfolio ATHN Stock Details ATHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15
Closed -$2K – 1437
2014
Q3 		$2K Buy
15
+3
+25% +$395 ﹤0.01% 1651
2014
Q2 		$2K Sell
12
-3
-20% -$388 ﹤0.01% 1647
2014
Q1 		$2K Sell
15
-8
-35% -$1.32K ﹤0.01% 1533
2013
Q4 		$3K Buy
23
+10
+77% +$1.28K ﹤0.01% 1387
2013
Q3 		$1K Hold
13
– – ﹤0.01% 1642
2013
Q2 		$1K Buy
+13
New +$1.16K ﹤0.01% 1593

Other funds holding ATHN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Trust Company's ATHN Position: Q4 2014 in Review

Private Trust Company sold out of Athenahealth, Inc. (ATHN) in Q4 2014, closing a stake of 15 shares — an estimated $2K sold.

Private Trust Company first reported a position in ATHN in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q4 2013. 205 funds tracked by Wall St. Rank hold ATHN as of Q4 2014.

  • Private Trust Company reported no remaining Athenahealth, Inc. position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 15 Athenahealth, Inc. shares in Q4 2014, an estimated $2K.
  • Private Trust Company first reported a position in Athenahealth, Inc. in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Athenahealth, Inc. position peaked at $3K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held Athenahealth, Inc. as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.